White Mountains Insurance GPWTM
13F holders, Q2 2026 (June 30)356holders −12
33new positions
45sold out
5famous investors
$2073.78avg. 13F price*
At the end of Q2 2026, 356 institutions reported holding White Mountains Insurance GP (WTM) in their 13F filings, down 12 from Q1 2026. 33 opened new positions and 45 sold out. The largest holders were Dimensional Fund Advisors LP ($329.6M), Neuberger Berman Group LLC ($247.0M) and BlackRock, Inc. ($244.4M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- White Mountains Insurance GP
- CUSIP
- G9618E107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $29.4M |
| Exits | 45 | $85.3M |
All 13F filers, Q1 2026 → Q2 2026: 151,392 shares bought and 183,416 shares sold, net −32,024 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| Dimensional Fund Advisors LP | 0.06% | Add +1.5% | 158,954 | $329.6M |
| Neuberger Berman Group LLC | 0.16% | Reduce -4.5% | 119,141 | $247.0M |
| BlackRock, Inc. | 0.00% | Add +4.0% | 117,871 | $244.4M |
| River Road Asset Management, LLC | 2.68% | Reduce -3.9% | 115,880 | $240.3M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -3.1% | 111,969 | $232.2M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.5% | 107,479 | $222.8M |
| Fuller & Thaler Asset Management, Inc. | 0.58% | Reduce -2.5% | 101,892 | $211.3M |
| Cooke & Bieler LP | 2.04% | Reduce -18.8% | 85,120 | $176.5M |
| Wallace Capital Management Inc. | 18.20% | Add +1.6% | 80,067 | $166.0M |
| Fiduciary Management Inc. | 1.96% | Reduce -21.8% | 66,550 | $138.0M |
| Gendell Jeffrey L | 1.11% | Add +56.7% | 59,243 | $122.8M |
| Boston Partners | 0.10% | Reduce -3.3% | 55,569 | $115.3M |
| London Co. of Virginia | 0.64% | Reduce -5.4% | 54,025 | $112.1M |
| State Street Corp. | 0.00% | Add +2.2% | 50,257 | $104.2M |
| Geode Capital Management, LLC | 0.01% | Add +17.3% | 49,412 | $102.5M |
| Morgan Stanley | 0.01% | Reduce -21.0% | 46,866 | $97.2M |
| Reinhart Partners, Llc. | 2.11% | Add +19.0% | 44,480 | $92.3M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -17.5% | 34,237 | $71.0M |
| Lord, Abbett & Co. LLC | 0.20% | Reduce -0.8% | 32,829 | $68.1M |
| American Century Companies Inc. | 0.03% | Add +274.4% | 31,108 | $64.5M |
| Norges Bank | 0.01% | — | 27,956 | $58.0M |
| Cannell & Spears LLC | 1.03% | Reduce -1.6% | 27,577 | $57.2M |
| Bank of America Corp. | 0.00% | Reduce -11.7% | 25,028 | $51.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.0% | 23,505 | $48.7M |
| Mraz, Amerine & Associates, Inc. | 6.61% | Add +0.2% | 22,218 | $46.1M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -2.7% | 18,116 | $37.4M |
| Gotham Asset Management | 0.09% | Add +98.3% | 17,940 | $37.2M |
| Brown Advisory Inc. | 0.06% | Reduce -0.7% | 17,722 | $36.7M |
| Jane Street Group, LLC | 0.02% | Add +24.8% | 17,226 | $35.7M |
| Southeastern Asset Management Inc. | 1.85% | Reduce -9.3% | 17,104 | $35.5M |
| UBS Group AG | 0.01% | Add +55.1% | 16,198 | $33.6M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +0.9% | 15,319 | $31.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -38.1% | 14,833 | $30.8M |
| Northern Trust Corp. | 0.00% | Reduce -6.0% | 14,571 | $30.2M |
| Wellington Management Group LLP | 0.01% | Reduce -2.4% | 14,532 | $30.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -11.1% | 13,838 | $28.7M |
| Quantinno Capital Management LP | 0.03% | Add +29.0% | 12,624 | $26.2M |
| Elkhorn Partners Limited Partnership | 21.89% | Reduce -3.0% | 12,320 | $25.5M |
| Horizon Kinetics Asset Management LLC | 0.29% | Reduce -6.9% | 12,206 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.0% | 12,151 | $25.2M |
| Boussard & Gavaudan Gestion Sas | 2.97% | — | 11,679 | $24.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -4.1% | 10,684 | $22.2M |
| First Trust Advisors LP | 0.01% | Add +246.8% | 10,604 | $22.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +852.1% | 9,673 | $20.1M |
| Speece Thorson Capital Group Inc. | 4.08% | Reduce -1.9% | 9,215 | $19.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 8,710 | $18.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 8,412 | $17.4M |
| Sei Investments Co. | 0.01% | Reduce -26.9% | 8,108 | $16.8M |
| GW&K Investment Management, LLC | 0.13% | Reduce -1.1% | 7,839 | $16.3M |
| Thompson Siegel & Walmsley LLC | 0.29% | Add +6.2% | 7,656 | $15.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +280.8% | 7,284 | $15.1M |
| Citadel Advisors | 0.01% | Add +174.2% | 7,136 | $14.8M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +12.2% | 6,788 | $14.1M |
| Royce & Associates LP | 0.11% | Add +5.0% | 6,781 | $14.1M |
| HRT Financial LP | 0.03% | Add +184.6% | 6,760 | $14.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -25.7% | 6,618 | $13.7M |
| Edgestream Partners, L.P. | 0.41% | Add +110.2% | 6,578 | $13.6M |
| JPMorgan Chase & Co. | 0.00% | Add +110.8% | 5,410 | $11.5M |
| AQR Capital Management | 0.00% | Reduce -29.6% | 5,450 | $11.3M |
| California Public Employees Retirement System | 0.01% | Reduce -18.2% | 5,248 | $10.9M |
| Williams Jones Wealth Management, LLC. | 0.12% | Reduce -0.0% | 5,193 | $10.8M |
| Swiss National Bank | 0.01% | Reduce -4.2% | 4,826 | $10.0M |
| Winmill & Co. Inc. | 2.20% | New | 4,800 | $10.0M |
| Franklin Resources Inc. | 0.00% | Reduce -12.9% | 4,178 | $8.7M |
| Phocas Financial Corp. | 1.17% | Reduce -5.0% | 4,078 | $8.5M |
| Rhumbline Advisers | 0.01% | Reduce -5.7% | 3,898 | $8.1M |
| Creative Planning | 0.00% | Reduce -4.6% | 3,861 | $8.0M |
| Nuveen, LLC | 0.00% | Reduce -14.6% | 3,679 | $7.6M |
| Invesco Ltd. | 0.00% | Add +17.9% | 3,497 | $7.3M |
| Lee Danner & Bass Inc. | 0.39% | Add +1.6% | 3,253 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 2,852 | $5.9M |
| California State Teachers Retirement System | 0.01% | Reduce -4.4% | 2,761 | $5.7M |
| New York State Common Retirement Fund | 0.01% | Add +0.8% | 2,532 | $5.2M |
| Triad Investment Management | 5.65% | Reduce -1.7% | 2,471 | $5.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +2.9% | 2,392 | $5.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +107.4% | 2,369 | $4.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +4.0% | 2,351 | $4.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.6% | 2,335 | $4.8M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 2,257 | $4.7M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +0.2% | 2,184 | $4.5M |
| Regency Capital Management Inc.\DE | 1.77% | Add +39.8% | 2,146 | $4.4M |
| DAVENPORT & Co LLC | 0.02% | No change | 2,123 | $4.4M |
| Bradley Foster & Sargent Inc. | 0.06% | Reduce -5.1% | 1,899 | $3.9M |
| Parsons Capital Management Inc. | 0.18% | Reduce -0.1% | 1,887 | $3.9M |
| Lighthouse Investment Partners, LLC | 0.12% | New | 1,868 | $3.9M |
| Cerity Partners LLC | 0.00% | Reduce -3.8% | 1,797 | $3.7M |
| Atlantic Union Bankshares Corp | 0.06% | No change | 1,765 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -29.2% | 1,741 | $3.6M |
| Agf Management Ltd. | 0.01% | Reduce -0.4% | 1,696 | $3.5M |
| XTX Topco Ltd | 0.04% | Add +557.6% | 1,644 | $3.4M |
| Tidal Investments LLC | 0.01% | Add +17.1% | 1,578 | $3.3M |
| Focus Partners Wealth | 0.00% | Add +37.6% | 1,553 | $3.2M |
| ExodusPoint Capital Management, LP | 0.03% | Add +136.2% | 1,443 | $3.0M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -8.4% | 1,356 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -5.5% | 1,318 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.1% | 1,316 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 1,237 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -4.6% | 1,235 | $2.6M |
| WCM Investment Management, LLC | 0.00% | Reduce -80.0% | 1,197 | $2.5M |
| 1834 Investment Advisors Co. | 0.28% | No change | 1,176 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -82.3% | 1,169 | $2.4M |
| Midwest Professional Planners, LTD. | 0.47% | Add +194.7% | 1,164 | $2.4M |
| Pecaut & Co. | 0.72% | Reduce -2.6% | 1,142 | $2.4M |
| Walleye Capital LLC | 0.01% | New | 1,130 | $2.3M |
| Jupiter Topco LLC | 0.00% | — | 1,123 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +2.8% | 1,112 | $2.3M |
| Leuthold Group, LLC | 0.23% | Add +4.9% | 1,104 | $2.3M |
| Autumn Glory Partners, LLC | 0.63% | No change | 1,080 | $2.2M |
| Harbor Capital Advisors, Inc. | 0.15% | Add +4.0% | 1,079 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +21.8% | 1,055 | $2.2M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -2.8% | 1,026 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.9% | 944 | $2.1M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -6.2% | 940 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -24.9% | 927 | $1.9M |
| Brave Asset Management Inc. | 0.41% | No change | 924 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -19.5% | 914 | $1.9M |
| Squarepoint Ops LLC | 0.00% | New | 905 | $1.9M |
| Handelsbanken Fonder AB | 0.01% | No change | 880 | $1.8M |
| Ethic Inc. | 0.02% | Add +7.5% | 860 | $1.8M |
| Quadrature Capital Ltd | 0.02% | Reduce -29.2% | 859 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -6.8% | 851 | $1.8M |
| Allianz Asset Management GmbH | 0.00% | New | 844 | $1.7M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -16.7% | 841 | $1.7M |
| Summit Trail Advisors, LLC | 0.02% | Add +7.5% | 817 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.7% | 810 | $1.7M |
| Private Management Group Inc. | 0.04% | Reduce -2.1% | 806 | $1.7M |
| FMR LLC | 0.00% | Reduce -13.2% | 786 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 767 | $1.6M |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.2% | 754 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Add +10.2% | 723 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.0% | 721 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +4.7% | 716 | $1.5M |
| Brandes Investment Partners, LP | 0.01% | Add +0.4% | 701 | $1.5M |
| Texas Yale Capital Corp. | 0.03% | No change | 687 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -4.1% | 674 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -5.0% | 664 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 652 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +172.2% | 645 | $1.3M |
| Vident Advisory, LLC | 0.01% | New | 635 | $1.3M |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -0.2% | 622 | $1.3M |
| Avior Wealth Management, LLC | 0.03% | Add +0.3% | 619 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.5% | 617 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -56.3% | 611 | $1.3M |
| Worldquant Millennium Advisors LLC | 0.00% | New | 591 | $1.2M |
| Barclays PLC | 0.00% | Add +9.0% | 583 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | No change | 565 | $1.2M |
| &partners | 0.00% | Reduce -7.9% | 551 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +12.0% | 523 | $1.1M |
| B.O.S.S. Retirement Advisors, LLC | 0.30% | No change | 533 | $1.1M |
| Lexington Hill Partners, LLC | 0.52% | No change | 520 | $1.1M |
| Regions Financial Corp. | 0.01% | No change | 517 | $1.1M |
| TD Asset Management Inc | 0.00% | Reduce -45.1% | 512 | $1.1M |
| Mirabella Financial Services LLP | 0.11% | New | 495 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -65.5% | 483 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.7% | 482 | $999K |
| Bank of Montreal | 0.00% | Add +11.1% | 481 | $997K |
| Sendero Wealth Management, LLC | 0.10% | Reduce -14.4% | 481 | $997K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.7% | 476 | $987K |
| Parker Investment Management, LLC | 0.12% | No change | 475 | $985K |
| Jain Global LLC | 0.01% | Add +17.9% | 467 | $968K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.4% | 458 | $950K |
| Legacy Advisors, LLC | 0.09% | Reduce -0.4% | 448 | $929K |
| Arax Advisory Partners | 0.01% | Add +62.5% | 447 | $929K |
| Rockefeller Capital Management L.P. | 0.00% | Add +66.5% | 433 | $898K |
| Allstate Corp. | 0.01% | Reduce -25.5% | 433 | $898K |
| Deutsche Bank AG | 0.00% | Add +67.5% | 427 | $885K |
| Amundi | 0.00% | Reduce -30.9% | 425 | $881K |
| Savant Capital, LLC | 0.00% | Add +94.5% | 387 | $826K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -11.1% | 394 | $817K |
| Teacher Retirement System of Texas | 0.00% | Add +130.2% | 389 | $807K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.4% | 387 | $803K |
| MPS Loria Financial Planners, LLC | 0.18% | New | 383 | $794K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 380 | $788K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -11.6% | 380 | $788K |
| Storgate, LLC | 0.16% | Add +198.4% | 370 | $767K |
| Cetera Investment Advisers | 0.00% | Add +4.9% | 363 | $753K |
| Aquatic Capital Management LLC | 0.03% | Reduce -60.4% | 361 | $748K |
| Roundview Capital LLC | 0.04% | No change | 358 | $742K |
| US Bancorp \de | 0.00% | Add +158.4% | 354 | $734K |
| Atria Investments, Inc | 0.01% | Add +54.4% | 349 | $724K |
| Bryant Woods Investment Advisors, LLC | 0.20% | No change | 340 | $705K |
| Glenmede Trust Co. NA | 0.00% | Reduce -4.0% | 340 | $705K |
| American Capital Advisory, LLC | 0.26% | Reduce -1.2% | 338 | $701K |
| Lummis Asset Management, LP | 0.41% | No change | 325 | $689K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -18.0% | 332 | $688K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +2.5% | 329 | $682K |
| State of Wisconsin Investment Board | 0.00% | Add +31.3% | 323 | $670K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +64.2% | 289 | $630K |
| Brown Miller Wealth Management, LLC | 0.16% | No change | 298 | $619K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -1.0% | 294 | $610K |
| Choreo, LLC | 0.01% | Reduce -15.0% | 294 | $610K |
| BTG Pactual Asset Management US LLC | 0.05% | New | 289 | $599K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 281 | $583K |
| Essex Bank | 0.12% | No change | 275 | $570K |
| SG Americas Securities, LLC | 0.00% | Add +32.3% | 266 | $552K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -25.5% | 263 | $545K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -18.1% | 257 | $533K |
| Vestcor Inc | 0.01% | No change | 255 | $529K |
| OneAscent Financial Services LLC | 0.03% | Add +11.0% | 253 | $525K |
| GAMMA Investing LLC | 0.02% | Add +23.3% | 249 | $516K |
| Equitable Trust Co. | 0.02% | Reduce -70.8% | 242 | $502K |
| Cresset Asset Management, LLC | 0.00% | Reduce -19.4% | 241 | $500K |
| Freestone Grove Partners LP | 0.00% | New | 240 | $498K |
| Shotwell Rutter Baer Inc | 0.26% | Reduce -4.5% | 231 | $479K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.07% | New | 228 | $473K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.9% | 226 | $469K |
| Meeder Asset Management Inc. | 0.02% | New | 217 | $450K |
| HSBC Holdings PLC | 0.00% | Add +130.8% | 217 | $449K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -3.6% | 215 | $446K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -12.3% | 213 | $442K |
| Inceptionr LLC | 0.11% | New | 213 | $442K |
| Hudson Value Partners, LLC | 0.11% | No change | 206 | $427K |
| Sage Investment Counsel LLC | 0.42% | No change | 200 | $415K |
| Principal Securities, Inc. | 0.01% | Reduce -7.0% | 200 | $415K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 200 | $415K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.03% | No change | 199 | $413K |
| M&T Bank Corp | 0.00% | Add +17.1% | 199 | $413K |
| Mgo One Seven LLC | 0.01% | Reduce -7.2% | 193 | $400K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 187 | $388K |
| Virtu Financial LLC | 0.01% | New | 182 | $376K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 178 | $369K |
| Frank, Rimerman Advisors LLC | 0.02% | Reduce -0.6% | 177 | $367K |
| Nicolet Bankshares Inc. | 0.01% | Reduce -25.1% | 167 | $362K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.9% | 174 | $361K |
| Xponance LLC | 0.00% | Reduce -5.5% | 172 | $357K |
| Swiss Life Asset Management Ltd | 0.00% | New | 172 | $357K |
| HUB Investment Partners, LLC | 0.01% | Add +13.3% | 170 | $352K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 160 | $332K |
| Riverwater Partners LLC | 0.10% | Reduce -14.1% | 158 | $328K |
| Bank of Nova Scotia | 0.00% | Reduce -11.2% | 158 | $328K |
| Evelyn Partners Group Ltd | 0.01% | — | 154 | $319K |
| Syon Capital LLC | 0.01% | Reduce -6.7% | 153 | $317K |
| Connable Office Inc. | 0.03% | No change | 152 | $315K |
| Evergreen Capital Management LLC | 0.01% | Reduce -25.7% | 150 | $311K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 150 | $311K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 150 | $311K |
| HB Wealth Management, LLC | 0.00% | Reduce -1.3% | 149 | $309K |
| Amalgamated Bank | 0.00% | Add +9.1% | 144 | $299K |
| Millennium Management | 0.00% | Reduce -63.0% | 143 | $296K |
| Kestra Advisory Services, LLC | 0.00% | Add +16.4% | 142 | $295K |
| Sagewood Asset Management LP | 0.07% | Reduce -30.4% | 142 | $294K |
| Quadrant Capital Group LLC | 0.01% | No change | 129 | $267K |
| Pinnacle Associates Ltd. | 0.00% | Add +0.8% | 129 | $267K |
| Ritholtz Wealth Management | 0.00% | Reduce -35.7% | 126 | $261K |
| Utah Retirement Systems | 0.00% | Reduce -6.0% | 126 | $261K |
| Columbia Asset Management | 0.05% | No change | 125 | $259K |
| Kera Capital Partners, Inc. | 0.03% | No change | 125 | $259K |
| Merit Financial Group, LLC | 0.00% | Reduce -1.6% | 123 | $255K |
| Numerai GP LLC | 0.02% | New | 123 | $255K |
| State of Alaska, Department of Revenue | 0.00% | No change | 119 | $246K |
| Evolve Private Wealth, LLC | 0.01% | New | 116 | $241K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 114 | $236K |
| Athena Investment Management | 0.14% | Reduce -49.1% | 114 | $236K |
| Quantbot Technologies LP | 0.01% | Add +761.5% | 112 | $232K |
| Hengehold Capital Management LLC | 0.02% | Reduce -10.5% | 111 | $230K |
| One Wealth Advisors, LLC | 0.03% | No change | 111 | $230K |
| Mission Creek Capital Partners, Inc. | 0.04% | New | 110 | $228K |
| Perigon Wealth Management, LLC | 0.00% | Add +7.8% | 110 | $228K |
| Great Lakes Advisors, LLC | 0.00% | No change | 110 | $228K |
| Eagle Bay Advisors LLC | 0.17% | Add +4.8% | 109 | $226K |
| DNB Asset Management AS | 0.00% | No change | 105 | $218K |
| NewEdge Wealth, LLC | 0.00% | Reduce -0.9% | 104 | $216K |
| Empowered Funds, LLC | 0.00% | Reduce -92.0% | 103 | $214K |
| Vise Technologies, Inc. | 0.00% | Add +1.0% | 101 | $209K |
| Ackerman Asset Management, LLC | 0.12% | No change | 100 | $207K |
| NovaPoint Capital, LLC | 0.04% | New | 100 | $207K |
| CHICAGO TRUST Co NA | 0.03% | No change | 100 | $207K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 100 | $207K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -1.0% | 100 | $207K |
| Eastern Bank | 0.00% | No change | 100 | $207K |
| Ballentine Partners, LLC | 0.00% | Reduce -1.0% | 100 | $207K |
| First Manhattan Co. Llc. | 0.00% | Reduce -13.0% | 100 | $207K |
| Clearbridge Investments, LLC | 0.00% | No change | 100 | $207K |
| Citadel Investment Advisory, Inc. | 0.09% | No change | 100 | $207K |
| Equity Investment Corp. | 0.00% | No change | 99 | $205K |
| Global Retirement Partners, LLC | 0.00% | — | 85 | $176K |
| STRS Ohio | 0.00% | Add +35.6% | 80 | $166K |
| Sterling Capital Management LLC | 0.00% | Reduce -13.3% | 72 | $149K |
| KBC Group NV | 0.00% | No change | 72 | $149K |
| Signaturefd, LLC | 0.00% | Reduce -10.7% | 67 | $139K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 65 | $135K |
| Smithfield Trust Co | 0.01% | No change | 64 | $132K |
| Blue Trust, Inc. | 0.00% | Reduce -19.5% | 62 | $129K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -99.2% | 61 | $126K |
| Jones Financial Companies LLLP | 0.00% | Add +275.0% | 60 | $126K |
| Quantum Portfolio Management LLC | 0.04% | Reduce -37.5% | 60 | $124K |
| Covestor Ltd | 0.07% | Add +1350.0% | 58 | $121K |
| Steph & Co. | 0.03% | Add +18.4% | 58 | $120K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +116.0% | 54 | $112K |
| Parallel Advisors, LLC | 0.00% | Add +1.9% | 54 | $112K |
| Allworth Financial LP | 0.00% | Reduce -15.1% | 45 | $93K |
| Quent Capital, LLC | 0.01% | Reduce -2.4% | 41 | $85K |
| Valley National Advisers Inc. | 0.01% | No change | 40 | $83K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.4% | 40 | $83K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 40 | $83K |
| Davis Capital Management | 0.05% | New | 37 | $77K |
| Basecamp Wealth Advisors LLC | 0.01% | Reduce -2.6% | 37 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -34.5% | 36 | $75K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -10.3% | 35 | $73K |
| WPG Advisers, LLC | 0.03% | Reduce -16.7% | 25 | $52K |
| Versant Capital Management, Inc | 0.00% | Reduce -51.0% | 24 | $50K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 23 | $48K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 22 | $46K |
| Keating Financial Advisory Services, Inc. | 0.01% | No change | 21 | $44K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 20 | $41K |
| Fortitude Family Office, LLC | 0.01% | No change | 20 | $41K |
| Fifth Third Bancorp | 0.00% | Reduce -4.8% | 20 | $41K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $39K |
| Bessemer Group Inc. | 0.00% | No change | 19 | $39K |
| LRI Investments, LLC | 0.00% | No change | 17 | $35K |
| Smartleaf Asset Management LLC | 0.00% | No change | 15 | $31K |
| Gables Capital Management Inc. | 0.01% | No change | 15 | $31K |
| Private Trust Co. NA | 0.00% | No change | 14 | $29K |
| Larson Financial Group LLC | 0.00% | Add +366.7% | 14 | $29K |
| SJS Investment Consulting Inc. | 0.00% | Add +30.0% | 13 | $27K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 12 | $25K |
| Miller Global Investments, LLC | 0.02% | No change | 12 | $25K |
| TD Private Client Wealth LLC | 0.00% | Add +9.1% | 12 | $25K |
| Los Angeles Capital Management LLC | 0.00% | No change | 12 | $25K |
| Colonial Trust Co / SC | 0.00% | Reduce -82.0% | 11 | $23K |
| Huntington National Bank | 0.00% | Add +37.5% | 11 | $23K |
| CoreFirst Bank & Trust | 0.01% | Add +28.6% | 9 | $19K |
| Bfsg, LLC | 0.00% | No change | 9 | $19K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 9 | $19K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 8 | $17K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 7 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 6 | $12K |
| CENTRAL TRUST Co | 0.00% | New | 6 | $12K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 6 | $12K |
| Fiduciary Financial Advisors | 0.00% | New | 6 | $12K |
| Clearstead Advisors, LLC | 0.00% | Add +25.0% | 5 | $10K |
| Mather Group, Llc. | 0.00% | No change | 5 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -33.3% | 4 | $8K |
| Assetmark, Inc. | 0.00% | Add +100.0% | 4 | $8K |
| MV Capital Management, Inc. | 0.00% | Reduce -25.0% | 3 | $6K |
| Signature Equity Partners, LLC | 0.00% | New | 3 | $6K |
| SouthState Bank Corp | 0.00% | No change | 3 | $6K |
| Rothschild Investment LLC | 0.00% | Reduce -62.5% | 3 | $6K |
| Trust Co. of Vermont | 0.00% | — | 3 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -72.7% | 3 | $6K |
| TD Capital Management LLC | 0.00% | No change | 2 | $4K |
| Sachetta, LLC | 0.00% | New | 2 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 2 | $4K |
| Marquette Asset Management, LLC | 0.00% | Reduce -33.3% | 2 | $4K |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $4K |
| Kilter Group LLC | 0.00% | No change | 1 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -50.0% | 1 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 1 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Reduce -66.7% | 1 | $2K |
| Burk Holdings LLC | 0.00% | No change | 1 | $2K |
| Creative Capital Management Investments LLC | 0.00% | New | 1 | $2K |
| Quarry LP | 0.00% | New | 1 | $2K |
| CVA Family Office, LLC | 0.00% | Reduce -50.0% | 1 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 1 | $2K |
"% of holder's portfolio" is WTM's weight in each manager's 13F, not the share of White Mountains Insurance GP the manager owns.